SmartAssets

SmartAssets

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What is SmartAssets?

SmartAssets is a financial technology company based in New York, founded in July 2012 by Michael Carvin and Phillip Camilleri. The company aims to empower individuals to make informed financial decisions through a range of digital tools, educational content, and personalized services.

SmartAssets operates an online platform that provides consumer-focused financial information and advice. It offers a variety of free, interactive financial calculators and guides that assist users with home buying, retirement planning, life insurance evaluation, tax planning, and investment comparisons. One of its key services is SmartAdvisor, a platform that connects consumers with vetted fiduciary financial advisors, ensuring they receive guidance in their best interest. Additionally, SmartAssets has Captivate, which allows financial publishers to integrate its tools into their content, enhancing user engagement.

The company serves a diverse audience, including individuals looking to improve their financial literacy and financial advisors seeking validated referrals. SmartAssets is dedicated to making financial resources accessible and user-friendly for consumers at different stages of their financial journeys.

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